Customer Service Representative Jobs in Four Corners, OR

Salary: $55000.0 - $70000.0/year Experience: 1 Year(s) Benefits: Base Salary plus Commission SIMPLE IRA retirement match up to 3% PTO: 3 weeks every year with unlimited carryover $2k raise to base salary every 4-6 months for meeting a high level of production Valuable experience Health insurance Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses - if not, I can help you obtain these) Conduct financial reviews and recommend appropriate products. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant licenses. Excellent analytical, organizational, and problem-solving skills. Effective communication & interpersonal skills. Successful track record of meeting sales goals/quotas preferred. FINRA Series 6, 63 and 65 licenses preferred. If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process. PM24 PI3ae45bd47ebd-26***********1

Join Our Team Are you an organized and detail-oriented insurance professional looking to grow in the industry? Integrity Insurance & Bonding Inc. is seeking a Personal Lines Account Manager Assistant to support our personal lines team and help deliver outstanding service to our clients. What You'll Do: Assist Personal Lines Account Managers with policy processing, renewals, endorsements, and client communications. Provide administrative support, including data entry, document preparation, and maintaining accurate client records. Respond to client inquiries via phone and email with professionalism and excellent customer service. Help track and follow up on policy changes, cancellations, and payments. Work closely with insurance carriers to obtain quotes and update policy details. Serve as a backup for the receptionist when they are absent, assisting with phone calls and front desk responsibilities. What We're Looking For: ✔ Active Oregon Property & Casualty (P&C) insurance license (Required). ✔ Minimum of 1 year of experience in the insurance industry. ✔ Strong attention to detail and ability to multitask in a fast-paced environment. ✔ Excellent communication and problem-solving skills. ✔ Proficiency in Microsoft Office and the ability to learn insurance management systems. ✔ A team player with a positive attitude and willingness to learn. What We Offer: Competitive hourly pay based on experience. A supportive and professional work environment. Opportunities for career growth and development. Paid time off and other benefits.

*This role is on-site 3 days/week in Portland, OR *Must have P&C Insuarnce Account Management / Customer Service experince Frederick Fox has partnered with an industry-leading organization in their search for a strong CL Account Administrator. In this role, you will be ensuring customer satisfaction and retention by conducting administrative and customer service functions for a book of about 15 Commercial Lines Transportation, Social Services / Non-Profit, and Construction Accounts ranging from $600k - $750k in annual revenue. What makes this opportunity so great?! Large industry leading organization Strong career advancement potential on a growing team with several excellent mentors Main Functions: Issue Certificates of Insurance (COIs) Field claims data / process claims Additional Functions: Serve both clients and Producers, collaborating with carriers, producers, peers, and even clients Process renewals Review and analyze quotations from carriers Prepare proposals and summaries for clients Review endorsements Process premium audits Perform contract/coverage reviews Resolve compliance issues Assist with adding additional lines of coverage Prepare and deliver invoices Review newly issued policies for accuracy Participate in monthly renewal meetings Maintain knowledge of underwriting requirements and authority Required 1+ years' Customer Service / Account Administration servicing P&C Insurnace customers (issuing certificates, processing claims, etc.).

We are a woman-owned, independent financial services firm located in Beaverton, Oregon with an empowered and growing team. We employ a unique method of financial planning and build relationships of trust and collaboration with our clients. Our fearless leader has been in the financial services industry since 1996 and started this firm in 2008. She has been awarded locally and nationally for her dedication to attracting more women to the financial services industry, community involvement, and leadership in the Portland Metro area. As we move into the future of our firm, there is an open role for a Client Service professional. We are a small team, so each role is uniquely important at our firm, and we never hesitate to support each other. We believe in living a full and balanced life. We hold happiness, integrity, and respect as our core values, and we look for professionals whose values align with ours. Position Overview The Client Service Associate is the front line of our team and shields the Advisory Team from operational activities so they can focus on providing excellent advice to clients and expanding client relationships. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching, and resolving client service issues, and preparing required documents. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You are a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work. Successful candidates are detail oriented and excellent communicators who are able to grasp customer and teammate needs and develop unique ways to fulfill them. Due to the nature of our industry, this is an in-office position. Essential Functions: This position is responsible for, but not limited to the following: Client Service Establishing, building, and maintaining client relationships Collaborating in a team environment to deliver a seamless and integrated client experience Assisting clients with inquiries and problem resolution related to their accounts and operational needs Act as the client point of contact for operational items Educate clients on account services and capabilities Onboard new relationships Client follow up Follow the highest standards of business and professional ethics as well as legal and regulatory requirements Team Support Transparent communication Maintain team pipeline - tracking, reporting, growing Maintain team calendar Assemble and deliver various reports on a weekly, monthly, quarterly, and one-off basis Utilizing CRM for action items, reports. and information Attend all regular team huddles and meetings Provide basic research by pulling reports from various sources Assist in all aspects of the client service expereince Cross train and provide guidance to junior team members as needed Advisor Support Provide operational, client service, and administrative support to Advisory Team Function as point of contact for clients if Advisor is out of the office Prepare materials for client and prospect presentations Complete trades as assigned by the Advisor, if licensed Scheduling and calendar maintenance support Support community involvement activities Prospecting assistance Financial Planning Support Report running - retirement projections, college funding projections, etc. Engage and support clients through the data collection process Analyze and research information for plan development Organize, review, and prepare the data for analysis Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Qualifications: Bachelor's degree highly preferred, or some post-secondary education and equivalent work experience At least 5 years (7 or more years preferred) of progressive client service and operations experience in investment management, financial planning, and insurance FINRA licensing (Series 7, 65, 66) highly preferred; or ability to obtain Experience with National Financial, Envestnet, and Pershing platforms is a plus Excellent organizational skills; ability to prioritize and manage multiple projects Strong written and verbal communications skills; ability to communicate with co-workers, clients, and various business contacts in a courteous and professional manner Empathy and high emotional intelligence are needed in dealing with sensitive client issues Excellent computer skills; experience with Microsoft 365 and other technology solutions (Google Calendar, Outlook, ScheduleOnce, Trello, Redtail, eMoney, RightCapital and MoneyGuidePro, etc.) highly preferred Outstanding attention to detail with accuracy and follow through Relationship-oriented, values-focused, and results-driven Self-motivated, enthusiastic, and positive Strong work ethic Compensation and Benefits: This is a W-2, hourly role. Base compensation range for this position is $78K-$87.5K. We also have a bonus program based on a percentage of salary, paid up to three times per year. Retirement plan with 3% company match Paid time off program Health Insurance (Providence) and Vision - 75% employer paid for employee Professional Development program

Title - Oracle Utilities (CC&B, C2M,etc) solutions Duration - Contract • Overall 10+ years of experience in implementing / supporting for Oracle Utilities (CC&B, C2M,etc) solutions • Familiarity with process integration of CC&B with other utility enterprise and operational systems such as core MDM, WAM, NMS etc. • Good Understanding of Oracle CC&B and MDM data model. • Experience in Oracle Utilities Application Framework (OUAF) • Strong product knowledge of Oracle Utilities Customer Care and Billing (CC&B, C2M, MDM, MTM, MWB,MCP ) including design, development, configuration, and enhancements. • Good understanding of the Meter-to-Cash flow/Billing. • Ability to develop functional design documents from the Functional specification documents and configure the CC&B package to meet requirements for projects in this area. • Ability to capture the configurations required for the product and create a configuration document for the • developers • Ability to design the forms, workflows and portlets, integration with the required systems • Ability to assist the Testing team with the functional areas to be tested.

Ultimate Staffing Services is seeking a dedicated Member Service Representative to join a reputable credit union in Oregon. The ideal candidate will excel in delivering exceptional service to members while managing various financial transactions and inquiries. This role is perfect for someone who enjoys building strong relationships and providing valuable solutions to members' financial needs. Responsibilities Handle existing member accounts, build strong relationships, and deliver exceptional member service. Assist members by phone with account maintenance, disputes, general loan inquiries, and IRAs. Employ strong communication skills to identify key needs and achieve effective resolutions. Use consultative selling techniques to identify opportunities and offer recommendations on deposit accounts, loans, and services to enhance member relationships. Keep current on Credit Union policies, procedures, and offerings to provide accurate and knowledgeable support. Assist members with financial transactions through multiple channels within the Contact Center, including phone, follow-ups, faxes, and emails. Handle complex requests, such as disputes, deceased member accounts, and digital banking troubleshooting. Work with internal partners for advanced issues and complaint handling. Effectively use available resource materials and engage additional assistance as necessary to arrive at a resolution. Ensure adherence to call quality requirements, Credit Union policies, and procedures. Maintain a working knowledge of the credit union's products, services, and data processing systems. Qualifications High school diploma/GED required. Minimum one year of call center, customer service, or sales experience required; financial institution experience preferred. Strong ability to provide excellent member service and effectively discuss/refer credit union products and services. Take ownership of every member interaction, whether it requires a call back, extended research, or assistance. Ability to multi-task and work seamlessly and efficiently across several different platforms simultaneously. In-depth understanding of all credit union products and services. Research and problem-solving skills to identify and resolve issues. Strong written, verbal communication, and interpersonal skills. Ability to establish and maintain positive and collaborative relationships. Ability to apply solid judgment, initiative, and tact in communications with members and coworkers. Required Work Hours Monday - Friday Benefits Competitive pay ranging from $25 to $30 per hour, depending on experience and qualifications. Additional Details The position offers an opportunity to work in a supportive and dynamic environment where dedication to member satisfaction is highly valued. The role demands a proactive approach to meeting member needs while adhering to the credit union's standards and procedures. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

A large securities firms and investment banking client is looking to hire a Registered Client Associate to join their team in Lake Oswego, Oregon. This person will support Financial Advisors and senior level management and needs to be licensed! Responsibilities include, but are not limited to: Provide sales and administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special projects as needed Coordinate and prepare for client review meetings and set up new accounts Organize and maintain calendar and meeting schedule Process invoices, check requests, and expense reports Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments Interact with customers both in person and on the phone Prepare correspondence, presentations, and reports Follow up on deadline-driven tasks and issues Answer phones and take detailed, accurate messages Maintain files and documents Perform other duties and tasks as assigned and required Experience and Skills Bachelor's Degree from an accredited university FINRA Series 7 AND 66 OR Series 7 and 63 & 65 are required 3+ years broker/dealer sales support experience preferred Strong commitment to customer service Basic/working knowledge of general office procedures and equipment (multi-line phones, FAX, computer and keyboard skills) Hourly Rate of $32.00 an hour + bonuses, PTO and health benefits

Insurance Sales Specialist - (Remote & In-Person Opportunity) Take Control of Your Career Today We are looking for motivated, disciplined and goal-driven individuals to join our high-performing insurance sales team! Whether you're an experienced sales professional or looking for a rewarding career change, we provide everything you need to succeed-leads, training, mentorship, and an unmatched commission structure. Why Join Us? No Cold Calling - Leverage our unique platform that targets qualified candidates seeking our diverse life insurance products, allowing you to focus more on client interactions and less on lead hunting. Flexible Schedule - Work remotely, in person, or a combination of both. You decide! Unlimited Earning Potential - Competitive compensation with the most attractive commission and bonus structure in the industry and residual income on renewals. Comprehensive Training - We provide the tools, scripts, and mentorship to help you close deals quickly as well as a supportive team environment with access to seasoned mentors. Career Growth - Advancement opportunities based on performance, not tenure. What You'll Do: Get Licensed!- Must have or be willing to obtain a life insurance license (we provide guidance and support to help you get licensed). Meet with Clients - Perform comprehensive needs assessments to understand clients' financial goals and insurance needs, presenting and explaining life insurance options to help clients make informed decisions. Present Tailored Solutions - Deliver captivating sales presentations to individuals and groups, showcasing the benefits and features of our life insurance products. Close Sales & Earn Big - Guide clients through the application process and celebrate each win! Build Long-Term Relationships - Cultivate and maintain long-term relationships with clients, offering continuous support and service. Conduct regular follow-ups to ensure customer satisfaction and policy retention. Stay Informed - Stay up to date on industry trends, competitive products, and market conditions. Utilize this knowledge to position our life insurance products effectively and provide clients with pertinent information. What You Need to Succeed: ✔ Strong communication and persuasive sales skills ✔ Self-motivated and goal-oriented mindset ✔ Ability to work independently and manage your own schedule ✔ No experience required - we'll help you get licensed if you're not already! ✔ Valid driver's license & reliable transportation (for in-person meetings) Compensation & Perks: 💰 High commission structure with monthly bonuses 💰 Residual income paid annually on policy renewals 📚 Comprehensive training and continuous professional development. 🚀 Fast-track promotion opportunities

As an Account Representative, you will help make products and services more accessible to new customers. In this entry-level role, you'll engage with customers face-to-face in retail settings, focusing on new account acquisition while also maintaining existing customer relationships. This is an excellent opportunity for someone eager to launch their career in sales and marketing as full training is provided. THIS POSITION WILL BE IN-PERSON ONLY! Local applicants encouraged to apply! Responsibilities: Engage face-to-face daily with potential new consumers and educate them on current promotions Provide excellent customer service for existing clientele Represent the brand through direct marketing campaigns Interact with consumers and provide quality customer service. Act as a point person for all consumer relations Generate leads and drive SALES Qualifications: Experience in customer-face roles (restaurant/service industry, retail, sales, customer service) preferred Goal-oriented with a student mentality Solid communication and interpersonal skills A friendly and energetic personality with a customer service focus Ability to perform under pressure and address complaints promptly Availability to work flexible shifts Why You'll Love Working Here: Paid Training Weekly pay Growth opportunities Travel Opportunities Flexible Scheduling For immediate consideration, apply today!

The Home Medical Equipment Care Specialist I provides first line communication with a variety of customers, referral sources, and clinicians to facilitate ordering and delivery of home medical equipment (HME) products, supplies and services. The HME Care Specialist I educates customers on a broad portfolio of HME products, supplies and services, and provides basic technical support as needed. The HME Care Specialist I is responsible to recommend medically appropriate, cost-effective HME to meet the homecare, mobility, testing, and respiratory needs of customers. Providence caregivers are not simply valued - they're invaluable. Join our team at Providence Home Services Oregon and thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best people, we must empower them. Required Qualifications: 1 year of Customer service experience; 2 years preferred. Preferred Qualifications: Associate's Degree or Bachelor's Degree Medical Terminology and Medical Coding certification upon hire 1 year of experience in a patient-facing healthcare environment or insurance registration or insurance billing. Why Join Providence? Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities.

The Home Medical Equipment Care Specialist I provides first line communication with a variety of customers, referral sources, and clinicians to facilitate ordering and delivery of home medical equipment (HME) products, supplies and services. The HME Care Specialist I educates customers on a broad portfolio of HME products, supplies and services, and provides basic technical support as needed. The HME Care Specialist I is responsible to recommend medically appropriate, cost-effective HME to meet the homecare, mobility, testing, and respiratory needs of customers. Providence Home Medical Equipment fosters a collaborative, engaged environment with a progressive leadership team to deliver life-changing medical devices to people in your community who need help the most. Join our team to increase comfort and quality-of-life to your neighbors recovering from illness, injury or living with a disability. Benefits and perks: Competitive pay (including holiday pay & shift pay differentials) Best-in-class benefits - full medical, dental and vision coverage from your first day 401(k) plan with employer matching & complementary retirement planner Generous paid time off for vacation, sick days and holidays Tuition reimbursement & student loan forgiveness programs Wellness & mental health assistance programs Back-up child & elder care to help with care disruptions for your family Voluntary benefits, like pet, auto and home insurance, and more! Required qualifications: 1 year of Customer service experience; 2 years preferred. Preferred qualifications: Associate's Degree Or Bachelor's Degree Upon hire: Medical Terminology and Medical Coding certification 1 year of experience in a patient-facing healthcare environment or insurance registration or insurance billing. Why Join Providence? Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities.

Dealership:L0238 Driveway Finance Corporation Kickstart your career in a dynamic call center environment! As a DFC Customer Service Representative, you'll provide top-notch support to customers over the phone and email. DFC Customer Service Representative I The DFC Customer Service Representative I will be responsible for handling inbound service calls from customers while providing excellent customer service and accurately capturing data using company loan processing systems. The DFC Customer Service Representative I reports to the DFC Customer Service Supervisor. Location: Tigard, OR Start Date: 03/31/2025 Compensation: $20/hr - $21/hr Schedule: Monday through Friday, 7 AM - 4 PM, 8 AM - 5 PM, 9 AM - 6 PM, or 10 AM - 7 PM Responsibilities Handle inbound from customers in a Call Center environment while delivering quality service Monitor customer account details for non-payments, declined payments, delayed payments and other irregularities Prepare documents as needed to fulfill customer requests Educate and counsel customers on account terms Maintain and ensure accurate, up-to-date customer account information Forward delinquent accounts to the appropriate Collections Team for account management Other duties as assigned Skills and Qualifications Previous telephone customer service experience preferred Ability to perform accurate data input into a variety of software Ability to provide courteous, knowledgeable, and professional customer service both in person and on the telephone. Strong attention to detail Sense of urgency Excellent communication PC skills including knowledge and use of MS Office (Excel, Word, Windows, etc.) Competencies Does the right thing, takes action and adapts to change Self-motivates, believes in accountability, focuses on results, makes plans and follows through Believes in humility, shares best practices, desires to keep learning, measures performance and adapts to improve results Thrives on a team, stays positive, lives our values Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.* Up to 1/3 of time: standing, walking, lifting up to 25 pounds Up to 2/3 of time: sitting, kneeling, reaching, talking, hearing *Reasonable accommodations may be made to enable individuals to perform the essential functions. NOTE: This is not necessarily an exhaustive list of responsibilities, skills, or working conditions associated with the job. While this list is intended to be an accurate reflection of the current job, the company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed. We offer best in class industry benefits: Competitive pay Medical, Dental and Vision Plans Paid Holidays & PTO Short and Long-Term Disability Paid Life Insurance 401(k) Retirement Plan Employee Stock Purchase Plan Lithia Learning Center Vehicle Purchase Discounts Wellness Programs High School graduate or equivalent, 18 years or older required. We are a drug free workplace. We are committed to equal employment opportunity (regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status). We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

TransdevinPortland, ORishiring Part-Time Reservationists tointerceptcustomercallsandschedule transportation.We are seekingfriendly,customerservice-orientedpeople whoare dedicatedto safety. located at 2800 Nela Ave, Portland, OR 97210 Position requires 7-day per week availability. Department is open Monday - Friday 9a - 5p, and Saturday - Sunday 10a - 5p, 365 days per year. Required availability: Sunday, Monday, Wednesday, Friday, and Saturday from 12:00PM-5:10PM Transdevisproudto offer: Competitivecompensationpackage ofminimum$20.76($43,181)-Maximum$21.75($45,240) Benefitsinclude: + Sickdays:5days + Holidays:12 days;8 standard + Otherstandardbenefits:401(k)retirementplan Benefitsmayvarydependingonlocationpolicy.Theabove represents the standard Corporate Policy.Key Responsibilities: + Answercustomercallsand inputride informationusing a computerizedscheduling system. + Enternewcustomerinformation andchangesintothesystem. + Dataentry into spreadsheetsand databases. + Communicatelatevehicleserviceandverifying"NoShows"withcustomers. + Resolveservice-relatedcomplaints. + Createdailyroutemapsofthe reservations forthe drivers. + Otherdutiesasrequired. Qualifications: + HighschooldiplomaorGEDrequired. + 2 yearsreservationistorcustomerserviceexperience. + Computerliterate + Excellentcommunicationandlisteningskills. + Mustbe able toworkshifts orflexible workschedulesasneeded. + SubjecttoaDOTdrugtestingandphysicalifapplicable.DOTRegulation49CFRPart40doesnot authorize the use of Schedule I drugs, including cannabis, for any reason. PhysicalRequirements: Theessentialfunctions ofthispositionrequiretheabilityto: + Sitforextendedperiods (upto5hours perday);occasionallywalkforshortdistances onpossible sloped ground or slippery and uneven surfaces + Pushandpullobjectsupto5pounds,occasionallythroughouttheworkday;liftmaterialweighingupto 10 lbs. with or without assistance; occasionally bend, kneel, or crouch to files or equipment stored at ground level + Must be able to hear, understand, and articulate verbal instruction from callers into typed data entry using a computer workstation requiring visual acuity and manual dexterity + Requires the use of a headset with microphone to communicate with callers Reasonable accommodations maybe made toenable individuals withdisabilities toperformthe essentialfunctions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidateswithdisabilities.Ifreasonableaccommodationisneededtoparticipateinthejobapplicationorinterview process, please contact ************************************ Drug-freeworkplace: Transdevmaintainsadrug-free workplace.Applicantsmust: + BeeligibletoworkintheUnitedStateswithoutrequiringsponsorshipnoworinthefuture(ifbasedinthe U.S.). + Successfullypassa pre-employmentdrug screen. AboutTransdev:Cities,counties,airports,companies,anduniversitiesacrosstheU.S.contractwith Transdevto operatetheirtransportation systems, maintaintheirvehicleandfleets, and deliveron mobilitysolutions. TransdevU.S.employsa teamof32,000across400locationswhilemaintainingmore than17,000vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by ourpurpose.Transdev -themobilitycompany-empowers thefreedomtomoveeverydaythanks tosafe,reliable, and innovative solutions that serve the common good. Find out more at ******************** watch an overview video at ******************* O5cv0G4mQ The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification.They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Thephysicaldemandsdescribedhereare representativeofthosethatmustbemetbyanemployeetosuccessfullyperformtheessentialfunctionsofthis job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. TransdevisanEqualEmploymentOpportunity(EEO)employerandwelcomes allqualifiedapplicants.Applicantswillreceivefairandimpartialconsideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, genderidentity, sexual orientation,religion or other legally protected status. Californiaapplicants:PleaseClickHereforCAEmployeePrivacyPolicy. Job Category: Call Center / Dispatch / Reservationist / Scheduler Job Type: Part Time Req ID: 4464 Pay Group: EB6 Cost Center: 423 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Be responsible for providing clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role will report in the office on a hybrid schedule. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

US-OR-PORTLAND Type: Regular Full-Time System Office 1919 Building Clinic patients arrive with questions, concerns and hesitations. You put them at ease with a calm and friendly demeanor that exemplifies the Legacy mission. Physicians and other staff know they can rely on you to provide the best possible patient experiences, which is why you'll have an opportunity to mentor others as you grow with Legacy. Primary responsibilities for this role include scheduling, insurance verification, registration, balancing of copay money, and balancing of daily or weekly deposits. This position serves as a resource for other staff, problem solves independently and is self-directed. May do limited amount of coding and charge entry. Are you looking for a Clinic Services Specialist 2 (Medical Receptionist) opportunity with a different schedule or at another Legacy Health location? Please click here to see a list of other openings. Responsibilities Incumbents in this job perform a wide variety of complex tasks, requiring prioritization and discretion. Performs complex activities such as scheduling, insurance verification, registration, balancing of co-pay money and balancing of daily or weekly deposits. Position serves as a resource for other staff, problem solves independently, mentors others and is self-directed. Position also interfaces with physicians and other staff on a regular basis and may do limited amount of coding and charge entry. Qualifications Education: High School diploma or equivalent required. Experience: A minimum of one year of health care experience or equivalent education in at least one of the following areas preferred: Admitting Medical Records/Health Information Applicable clerical support experience Familiarity with Medical Terminology Skills: Communications skills. Keyboard skills and ability to navigate electronic systems applicable to job functions. LEGACY'S VALUES IN ACTION: Follows guidelines set forth in Legacy's Values in Action Equal Opportunity Employer/Vet/Disabled PI3d6d9e8ed158-26***********5

We are a locally owned wealth management firm, with more than $1B in assets and a diverse service offering for our clients. Our CEO has led our firm to become one that is recognized for our unique engagement model. Our top values are integrity and respect, and we look for professionals whose values align with ours. As a firm that maintains long-term relationships, our first client is still a client, and we think that's due to our team and the overall service we provide. As we move into the future of our firm, there is an open role for an Experienced Client Service Associate. We offer a full benefits package and a hybrid office schedule to our team. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. This position is responsible for facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, and preparing required documents. There would also be an element of HR and light compliance support. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You're a go-getter when it comes to follow through and details rarely slip your grasp. You take immense pride in your work. You will shield the Advisory Team from operational activities so they can focus on providing excellent advice to clients and expanding client relationships. Essential duties and responsibilities include, but are not limited to the following: Client Service Establishing, building, and maintaining client relationships according to client service matrix and segmentation standards Collaborating in a team environment to deliver a seamless and integrated client experience Assisting clients with inquiries and problem resolution related to their accounts and operational needs Performing administrative functions for family office clients Act as the client point of contact for operational items Educate clients on account services and capabilities Onboard new relationships Attend client meetings Disbursement assistance Client follow up Team Support Transparent communication Maintain team pipeline - tracking, reporting, growing Maintain team calendar Manage team use of client service matrix Assemble and deliver various reports on a weekly, monthly, quarterly, and one-off basis Utilizing CRM for action items, reports. and information Attend all regular team huddles and meetings Provide basic research by pulling reports from various sources (Web, Morningstar, Bloomberg) Advisor Support Assist advisors in all aspects of the client service experience Provide operational and administrative support to financial advisors Support advisors in general Human Resources activities Assist with compliance maintenance duties to ensure regulatory adherence Function as point of contact for clients if advisor is out of the office Prepare materials for client and prospect presentations Complete trades as assigned by the advisor Scheduling and calendar maintenance Support community involvement activities Prospecting assistance Financial Planning Support Report running - Income Solver, retirement projections, college funding projections, etc. Engage and support clients through the data collection process Analyze and research information for plan development Organize, review and prepare the data for analysis Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Qualifications Bachelor's degree highly preferred, or equivalent work experience Minimum of 5 years of progressive client service and operations experience in investment management, financial planning and insurance FINRA licensing (Series 7, 65, 66) highly preferred; or ability to obtain Excellent organizational skills Effective communication and interpersonal skills (written and verbal) Outstanding attention to detail with accuracy and follow through Relationship-oriented, values-focused, and results-driven Self-motivated, enthusiastic, and positive Strong work ethic Experience with Microsoft 365 Experience with Schwab and Pershing platforms is a plus